The Daily Stack

Jody Flournoy and co-host preview Nvidia ($NVDA) earnings and discuss Leopold's Situational Awareness fund shifting into puts on $SMH and $NVDA. They also cover Iran's Bitcoin-settled Hormuz shipping insurance platform, Strategy's ($MSTR) purchase of 24,000 BTC, Google IO and Ken Griffin's comments on AI at Citadel. Later segments feature AI educator Jordan Urbs on Hermes agent...

BTC Prague co-founder Matthias Kuchar joins Jody on The Daily Stack to explain the Czech law that removes capital gains tax on Bitcoin held for more than 3 years, and why Prague has been a Bitcoin hub since the early days of Trezor, Braiins, General Bytes and Paralelni Polis. They also cover MiCA and European overregulation, the coming EU CBDC, mesh networks and other freedom tools, and what to ex...

Jody Flournoy breaks down Leopold's Situational Awareness fund adding over $2 billion in puts on $SMH and $1.5 billion on $NVDA ahead of Nvidia earnings. The episode also covers Iran's Bitcoin-settled Hormuz Safe shipping insurance platform, Strategy ($MSTR) buying 24,000 BTC funded largely by $STRC, and Ken Griffin on AI agents at Citadel. In the second half, AI educator Jordan Urbs exp...

Rob Wallace, host of Bitcoin News Weekly, talks with Michael Tanguma, CEO and founder of Onramp, about announcements from the Bitcoin 2026 conference in Las Vegas. Tanguma explains Onramp's multi-institution custody, lays out his firm's "Built on Sand" critique of Michael Saylor's $STRC digital credit (custody, governance, audience and path dependency risks), and weighs in...

Jody Flournoy hosts John Morgan of Stocktwits, author of The Light Paper newsletter. They cover the Ichimoku trading system and Japanese candlestick history, Strive's $SATA preferred stock moving to daily dividends, and stablecoin liquidity as a crypto signal. They also discuss Taiwan and China, John's Intel position, Leopold Aschenbrenner's Situational Awareness 13F, silver, AI too...

Jody Flournoy and Halston Valencia talk with Dan Webb, BTC Inc. program coordinator, about Bitcoin sentiment ahead of the Bitcoin conference in Las Vegas. They also cover Bitcoin miners moving into AI and HPC, culture clashes between cypherpunks and institutions, the payment address verification startup Bronta, and Bitcoin prediction markets on BIP 110, gold, the BTC price and a possible missed $M...

Jeff Walton, chief risk officer at Strive and CEO of True North, joins hosts Jody and Halston to recap the True North event and Strategy World. They cover why Strategy's $STRC (Stretch) is drawing bank and corporate treasury interest, how Strive's $SATA preferred is designed to complement it, Strive's asset management business and AI disruption risk, and True North's role insid...

Host Sean Ristau, with Avi Mash joining from a blizzard, talks with Annelise Osborne, author of From Hoodies to Suits, about tokenization, stablecoins, the GENIUS and Clarity Acts, the great wealth transfer, AI, and the Blue Owl private credit redemption freeze. In the second half, actuary and risk manager Brian Hirschfield, author of Bitcoin for Institutions, explains why BlackRock and Larry Fink...

Angel investor Brad Mills joins Jody, Halston Valencia and Avi to explain how he uses OpenClaw AI agents to automate his life and investing workflow. He covers giving his agent its own Bitcoin and Lightning wallet, debugging it with Claude Cowork, model security, and why he thinks Bitcoin's four-year cycle is over. Earlier, the hosts discuss Riot ($RIOT) moving toward high performance compute...

Truflation CEO and founder Stefan Rust, former CEO of Bitcoin.com, joins Avi Mash and Jody Flournoy. He explains how Truflation measures inflation daily at about 0.9% year on year, compared with the BLS figure of 2.4%, and discusses Kevin Warsh's Fed nomination, tariffs, a 10% credit card rate cap, AI and jobs, and Bitcoin as a risk-on asset. In the second half, Problem Sniper (KT) covers cha...

Former BlackRock Aladdin team member and Milk Road Macro host John Gillen joins Rob and Avi on The Daily Stack to discuss whether Bitcoin has bottomed after bouncing back to $69,000. They cover takeaways from Bitcoin Investor Week, myths about BlackRock's Aladdin platform, the Netherlands' 36% unrealized capital gains tax, and the CFTC's new innovation advisory committee with crypto...

Hailey Miller, executive director of the Digital Power Network, joins host Jody and a co-host to discuss a proposed three-year data center moratorium in New York, how Bitcoin miners differ from AI and HPC data centers on the grid, and the Clarity Act stablecoin yield negotiations. The conversation also covers anti-growth versus pro-growth policy, Strategic Bitcoin Reserve custody and budget neutra...

Avi Mash and Jody Flournoy welcome guest Kyle Knight of Bitcoin Culture Hub and new Wednesday co-host Halston Valencia to discuss whether AI will leave Gen Z behind, using Matt Shumer's viral essay "Something Big Is Happening" as a starting point. The conversation covers AI in college, AI-driven job cuts, young people delaying families, the backlash to Coinbase's Super Bowl ad,...

Bram Kanstein of the Bitcoin for Millennials podcast joins The Daily Stack to talk about financial nihilism, spirituality, OpenClaw AI agents, his startwithbitcoin.com site for giving agents Bitcoin, Lightning and Nostr tools, and his Going Beyond Bitcoin event. Rod Palmer of the Bitcoin Bugle covers the 58K meme, Predyx prediction markets including a Binance insolvency market, and quantum FUD, th...

Host Rob Wallace and Bitcoin Magazine business reporter Juan Galt break down Bitcoin's violent crash and 18% rebound, arguing it was portfolio level deleveraging by hedge funds, dealers and market makers rather than retail selling, with $IBIT trading over $10 billion in a day and ETFs seeing net creations. They also cover the first $1 million Lightning payment, Strategy's quantum securit...

On this Thursday macro edition of The Daily Stack, Robert (Infra) and first-time guest Adam discuss Bitcoin's sharp sell-off, Kevin Warsh as Fed chair, the Fed balance sheet and repo market, CBDCs and Tether, rising long-term Treasury yields, ISM data and Bitcoin's tight correlation with the software ETF $IGV. In the second half, host Jody talks with Cam Stromme, head of private wealth a...

Avi Mash talks with Matt Allen (@InvestMattAllen) about Bitcoin's drop, Kevin Warsh as Fed chair nominee, the Clarity Act, state Bitcoin reserve bills, and stocks including $IREN, $AMZN, $MARA, $TSLA, $PLTR, $NFLX and $HIMS. Later, Avi and co-host Jody talk with Danny Plainview, CEO and founder of OP_NET, about smart contracts and stablecoins on Bitcoin layer one. Problem Sniper then joins fo...

Avi Mash talks with Matt Allen (@InvestMattAllen) about Bitcoin's drop, Kevin Warsh as Fed chair nominee, the Clarity Act, state Bitcoin reserve bills, and stocks including $IREN, $AMZN, $MARA, $TSLA, $PLTR, $NFLX and $HIMS. Later, Avi and co-host Jody talk with Danny Plainview, CEO and founder of OP_NET, about smart contracts and stablecoins on Bitcoin layer one. Problem Sniper then joins fo...

Roy Kashi, founder and CEO of UK based Bitcoin treasury and hedge fund advisory company Falconedge, joins hosts Jody and Halston Valencia. They discuss the weekend Bitcoin selloff, gold and silver volatility, Falconedge's new US OTC listing, and its strategy of earning yield on its Bitcoin balance sheet without trading, DeFi or staking. In the second half, Lev from Jersey City Bitcoin talks a...

Rob Wallace hosts Bitcoin News Weekly on The Daily Stack with Phil (Cold Hard Sats) and Greer (Birdflip) of The Stack Show. They cover why AI agents on Moltbook converged on Bitcoin and Lightning, plus OpenSats grants, the alleged theft of $40 million in seized bitcoin, Kevin Warsh's Fed chair nomination, the OKX and Binance dispute over the 10/10 crash, Amboss RailsX, Strategy's cost ba...

Rob Wallace hosts Bitcoin News Weekly on The Daily Stack with Phil (Cold Hard Sats) and Greer (Birdflip) of The Stack Show. They cover why AI agents on Moltbook converged on Bitcoin and Lightning, plus OpenSats grants, the alleged theft of $40 million in seized bitcoin, Kevin Warsh's Fed chair nomination, the OKX and Binance dispute over the 10/10 crash, Amboss RailsX, Strategy's cost ba...

Rhino Bitcoin COO Hector Alvero joins hosts Rob Wallace and Avi on the Friday Stack to debate whether Kevin Warsh, Trump's pick to replace Jerome Powell as Fed chair, would be good or bad for Bitcoin, and to look back on Powell's tenure. They also cover the alleged theft of US Marshals Bitcoin by the son of a custody company CEO. The episode closes with a Mount Rushmore draft of the best...

This Daily Stack macro edition features guests Joe and Rob, a macro trader called "Infra". They discuss oil rising about 9% on the week on US and Iran strike fears, fiscal dominance at the Fed, Rick Rieder's reported plan to QE the long end, and Trump's weak dollar comments. They also cover the Bank of Japan and New York Fed rate checks on dollar yen, why $BTC is trading like t...

Avi Mash and Jody Flournoy cover the looming US government shutdown, $BTC slipping back below 90K while gold tops $5,200, $1.3 billion in Bitcoin ETF outflows, CleanSpark's AI pivot, Claude bot demand for compute, and South Dakota's bill to put 10% of state funds into Bitcoin. Greg Rands of Revolution Mortgage explains how a seasoned Bitcoin stack can count toward mortgage income qualifi...

Avi Mash and Jody Flournoy cover the looming US government shutdown, $BTC slipping back below 90K while gold tops $5,200, $1.3 billion in Bitcoin ETF outflows, CleanSpark's AI pivot, Claude bot demand for compute, and South Dakota's bill to put 10% of state funds into Bitcoin. Greg Rands of Revolution Mortgage explains how a seasoned Bitcoin stack can count toward mortgage income qualifi...